Tax Preparation Checklist

Checklist Information Needed to Complete Your 2015 Tax Return If any item applies to you, simply check the box and attach the information Income Other Income  Form W-2 (Wages)  Alimony Received  Form 1099-INT (Interest Income)  Form 1099-G (Unemployment)  Foreign bank accounts, income +/- paid taxes  Form 1099-SSA (Social Security Benefits)  Dividend Income (Form 0199-DIV)  Disability Income  Form 1099-B (Stock sale /Capital Gains)  Jury Duty  Stock sales: date purchased, number of  Tip Income shared bought, amount paid  Form 1098-T (Scholarships)  Form 1099-R (Pension Distributions)  Form 1099-Q (Education Savings Account  State/Local Refunds Withdrawal)  Form W-2G (Gambling Income)  Form 1099-B (Bartering Income)  Schedule K-1 from Partnership, S Corp or Trust Small Business Rental Property Self-employed or independent contractor business owner  Form 1099-MISC (Rental Income)  Form 1099-MISC (Business Income)  Income not reported on Form 1099—MISC  Income not reported on Form 1099-MISC  Related Expenses–Rental Property Organizer  Itemized Business expenses–Business Organizer  Vehicle Information Real Estate Tax Payments  Closing Statement –Sale of Property  Estimated tax payments (dates and amount)  Closing Statement – Purchase of Property  Real Estate Taxes  Itemized Additions/Improvements  Other Taxes (including sales tax paid for auto,  Form 1099-C or 1099-A (Forgiveness of Debt boat and RV purchases) Income)  Form 1098 (Mortgage Interest) Deductions/Adjustments Medical Expenses  IRA Contributions  Proof of Health Insurance coverage for 2015  SEP, Simple, Keogh Plans  Out-of-Pocket Medical Expenses  Form 1098-E (Student Loan Interest)  Form 1095-A  Alimony Paid  Healthcare Marketplace Exemption  Recipient Name and SS#  Moving Expenses  Investment Interest  Cash and Non-Cash Charitable Contributions  Casualty/Theft Loss Children Miscellaneous  Child Care Expenses  Form 1098-T (Tuition Statements)  Recipient’s name, address, SS# or EIN,  Education Expenses and amount  Energy or vehicle tax credit information Tax Preparation Checklist  Legal papers for adoption, divorce or separation Involving custody of dependant children